State tax filing

Do you have one Form W-2, with two box 16 entries?

When you entered your W-2 did you enter both states information?

Has TurboTax doubled your MA state tax income or are you just concerned it will? 

The program should properly determine the apportionment of your income.

I don't generally advise people to change their W-2 entries unless they are incorrect or it is absolutely necessary.  They are cross-checked by the IRS

To find out if your income was doubled on your MA State Tax Return, you can preview your return before e-filing to check these entries, as follows:

You can view your entire return or just your 1040 form before you e-file:

1. Sign in to your TurboTax account
2. Open or continue your return
3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner)
4. With the Tax Tools menu open, you can then:
   • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first)
   • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu

You can preview your return in the TurboTax CD/Download software by following these steps:

1. With your return open in TurboTax, select Preview from the File menu at the top. (If you don't see "Preview," open your return, not just the program).
2. In the pop-up window, choose the set of forms you wish to see (all official forms, specific forms, etc.) and select Preview.
3. Scroll down to view all the forms if you chose to preview multiple forms.

This way you will know if you income has been doubled, which is of course incorrect.

How do I allocate (split) income for a part-year state return?

Allocation, in this case, means to assign income to the state you were living in when you earned it. We'll either ask you to separate the income you earned or to verify the allocation amounts we already calculated for you.

Allocating your income shouldn’t be too difficult, but it can involve some math. You'll need to determine if the income you're allocating is earned or unearned, as these are handled differently:

• Earned income comes from employment, such as wages, salaries, tips, payment for services, and commissions
• Unearned income comes from non-employment sources, such as interest, dividends, capital gains, social security, and IRA distributions

Click here for additional information on allocating income when working in multiple states.

If this does not help please feel free to come back to TurboTax Community with additional details or questions or click here for information on Turbo Tax Support.  You can connect with a Live TurboTax Agent and share your screen.